Value Green Strategy
Responsibleinvesting
With our Value Green strategy, you invest in companies that meet our modern value investing criteria as well as high sustainability standards (according to MSCI rating).
Value Green Strategy
Responsibleinvesting
With our Value Green strategy, you invest in companies that meet our modern value investing criteria as well as high sustainability standards (according to MSCI rating).
- Investments in sustainable individual shares
- Sustainable bond ETFs for admixture
- 5 Individual risk preferences
- Portfolios with top ESG rating (MSCI target score of >7.1)
20,000€ / 50,000€
Minimum investment amount
(depending on custodian bank)
1,2% / 1,5% p.a.
All-In Fee
(depending on custodian bank)
10%
Performance Fee
(High Water Mark Principle)
Individual shares and bond ETFs
Sustainable asset accumulation made easy
Our Value Green strategy offers you the opportunity to build assets responsibly and with the highest sustainability standards in mind.
Our sustainable portfolios contain 25-35 individual stocks of companies that we select according to modern value investing principles and that meet environmental, social, and governance requirements according to ESG criteria.
The portfolios are supplemented with three ESG-compliant bonds ETFs.
Fundamentally strong companies
No renunciation of performance
Sustainable investing does not mean having to make a trade-off between a good conscience and strong performance.
Studies show that companies with a higher ESG score on a fundamental level (sales growth, margin potential, etc.) perform better on average than others. This fact benefits our long-term investment strategy.
How the ESG score works
The ESG rating was created to evaluate companies with regard to their sustainability efforts. The concept of sustainability covers not only environmental aspects, but also includes the focal points of “social” and “corporate governance”.
Environmental
(Environment)
- - Climate strategy
- - Energy efficiency
- - Water management
- - Renewable energies
- - etc.
Social
(Social)
- - Employees
- - Human rights
- - Working conditions
- - Safety regulations
- - etc.
Governance
(Corporate governance)
- - Management structures
- - Business ethics
- - Tax transparency
- - No conflicts of interest
- - etc.
The sustainability efforts of the companies are assessed by MSCI with an ESG rating or an ESG Quality Score. We aim for a rating of “AA” or a score above 7.1 by investing in companies that are leaders in sustainability.
You determine your risk
Five risk classes are available within the Value Green strategy. These differ in their respective share or bond proportion.
Cannot make up your mind? During our registration process, we will suggest a suitable portfolio based on your knowledge and risk tolerance.
Conservative
Value
Green 20
Long-term preservation of real assets with small fluctuations
Defensive
Value
Green 40
Long-term asset growth with moderate fluctuations
Balanced
Value
Green 60
Greater growth in the long term with medium fluctuations
Dynamic
Value
Green 80
Significant long-term growth with major fluctuations
Offensive
Value
Green 100
Strong long-term growth with major fluctuations
At a glance
Value Green Strategy
- Modern Value Investing
- Participation in outstanding, sustainable companies
- Supplemented with sustainable bond ETFs
- Own securities account at Baader Bank or Liechtensteinische Landesbank
- Access to your personal dashboard
- Regular updates on your investments
